CORNERSTONE TOTAL RETURN FD shareholder history

Current and past CORNERSTONE TOTAL RETURN FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 36360.00%0.00%0.00%Q4 2014Q3 202336
ROYAL BANK OF CANADA 33330.00%0.00%0.00%Q3 2015Q3 202333
BARCLAYS PLC 32320.00%0.00%0.00%Q4 2015Q3 202332
SIT INVESTMENT ASSOCIATES INC 1320.01%0.87%2.00%Q3 2015Q3 202329
BANK OF AMERICA CORP /DE/ 2530.00%0.00%0.00%Q1 2016Q3 202328
RAYMOND JAMES & ASSOCIATES 2070.00%0.00%0.00%Q4 2014Q3 202327
Geneos Wealth Management Inc. 26260.00%0.00%0.01%Q1 2016Q2 202226
WELLS FARGO & COMPANY/MN 1710.00%0.00%0.00%Q4 2014Q3 202326
Yakira Capital Management, Inc. 1410.07%1.35%3.89%Q4 2014Q2 202326
Private Advisor Group, LLC 2110.00%0.00%0.01%Q2 2017Q3 202324
LPL Financial LLC 1910.00%0.00%0.01%Q2 2015Q3 202323
CITIGROUP INC 1710.00%0.00%0.00%Q1 2015Q1 202222
Thomas J. Herzfeld Advisors, Inc. 2020.06%1.31%2.80%Q4 2015Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Ford Financial Group, LLC 21210.31%1.09%1.60%Q4 2017Q4 202221
UBS Group AG 1110.00%0.00%0.00%Q4 2014Q2 202321
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
Kovack Advisors, Inc. 20200.04%0.06%0.08%Q4 2018Q3 202320
Tower Research Capital LLC (TRC) 510.00%0.00%0.00%Q1 2015Q1 202317
Rockefeller Capital Management L.P. 17170.00%0.00%0.00%Q1 2019Q1 202317
Cambridge Investment Research Advisors, Inc. 17170.00%0.00%0.00%Q3 2019Q3 202317
COMMONWEALTH EQUITY SERVICES, LLC 1510.00%0.00%0.01%Q4 2017Q3 202317
LADENBURG THALMANN FINANCIAL SERVICES INC. 16160.00%0.01%0.02%Q1 2016Q4 201916
PNC FINANCIAL SERVICES GROUP, INC. 810.00%0.00%0.00%Q3 2016Q3 202216
CLOUGH CAPITAL PARTNERS L P 810.01%0.23%0.80%Q1 2016Q2 202316
OSAIC HOLDINGS, INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
Sheaff Brock Investment Advisors, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
Baird Financial Group, Inc. 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Outlook Wealth Advisors, LLC 14140.05%0.05%0.07%Q2 2020Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.06%0.08%0.10%Q2 2020Q3 202314
Creative Planning 810.00%0.00%0.00%Q4 2014Q1 202213
FMR LLC 410.00%0.00%0.00%Q4 2018Q3 202312
Cetera Advisors LLC 840.00%0.01%0.01%Q2 2016Q3 202312
Alpine Global Management, LLC 610.03%2.72%7.36%Q3 2015Q3 202312
IFP Advisors, Inc 1010.00%0.00%0.01%Q4 2015Q3 201811
Mariner, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
MILLENNIUM MANAGEMENT LLC 510.00%0.00%0.00%Q4 2017Q3 202310
RIVERNORTH CAPITAL MANAGEMENT, LLC 720.01%0.23%0.71%Q3 2017Q1 20209
Capital CS Group, LLC 720.09%0.12%0.16%Q2 2021Q3 20239
Belpointe Asset Management LLC 990.01%0.01%0.02%Q1 2021Q1 20239
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.00%0.01%Q3 2017Q1 20239
Joseph P. Lucia & Associates, LLC 420.01%0.02%0.03%Q1 2020Q2 20228
Cetera Advisor Networks LLC 410.00%0.01%0.01%Q2 2020Q1 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
CWM, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
CENTAURUS FINANCIAL, INC. 880.02%0.11%0.15%Q4 2021Q3 20238
Virtu Financial LLC 410.01%0.02%0.04%Q2 2018Q2 20238
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 770.01%0.01%0.01%Q1 2022Q3 20237
StoneX Group Inc. 310.02%0.04%0.07%Q4 2020Q3 20237
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 520.01%0.02%0.03%Q2 2019Q3 20217
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q3 2015Q2 20237
AdvisorNet Financial, Inc 770.00%0.00%0.00%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.02%0.04%Q1 2022Q3 20237
Institute for Wealth Management, LLC. 660.03%0.03%0.04%Q1 2019Q2 20206
Quad-Cities Investment Group, LLC 660.00%0.03%0.06%Q2 2018Q3 20196
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 310.00%0.00%0.00%Q4 2016Q2 20236
Ironwood Investment Counsel, LLC 510.03%0.04%0.05%Q2 2020Q4 20216
Main Street Financial Solutions, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Savior LLC 660.01%0.01%0.02%Q4 2019Q1 20216
Royal Fund Management, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
PRIVATE TRUST CO NA 660.02%0.02%0.02%Q2 2022Q3 20236
BOKF, NA 660.00%0.00%0.00%Q3 2021Q4 20226
Walleye Trading LLC 660.00%0.01%0.03%Q2 2017Q3 20186
Chicago Partners Investment Group LLC 550.01%0.02%0.03%Q3 2022Q3 20235
BOOTHBAY FUND MANAGEMENT, LLC 550.40%0.46%0.51%Q3 2022Q3 20235
FIFTH THIRD BANCORP 410.00%0.00%0.00%Q4 2014Q2 20195
CSS LLC/IL 410.00%0.01%0.01%Q2 2019Q1 20235
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
MANUFACTURERS LIFE INSURANCE COMPANY, THE 550.00%0.00%0.00%Q2 2017Q2 20185
MARINER INVESTMENT GROUP LLC 320.19%1.17%1.94%Q3 2017Q1 20195
GRIMES & COMPANY, INC. 550.01%0.01%0.01%Q3 2022Q3 20235
AMERICAN INTERNATIONAL GROUP, INC. 550.00%0.00%0.00%Q1 2015Q1 20165
Karpus Management, Inc. 410.09%0.29%0.43%Q3 2018Q1 20205
Capital Investment Advisory Services, LLC 440.02%0.02%0.03%Q4 2018Q3 20194
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Steward Partners Investment Advisory, LLC 440.00%0.00%0.00%Q1 2017Q4 20174
TWO SIGMA SECURITIES, LLC 210.00%0.00%0.01%Q3 2021Q1 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
PIERSHALE FINANCIAL GROUP, INC. 440.00%0.00%0.00%Q3 2015Q2 20164
GOLDMAN SACHS GROUP INC 310.00%0.00%0.00%Q2 2015Q4 20224
AMERIPRISE FINANCIAL INC 310.00%0.00%0.00%Q1 2017Q2 20224
ING GROEP NV 210.04%0.07%0.10%Q3 2017Q2 20224
CREDIT SUISSE AG/ 210.00%0.00%0.00%Q3 2017Q1 20214
SIGNET FINANCIAL MANAGEMENT, LLC 310.01%0.02%0.02%Q1 2018Q4 20214
ENVESTNET ASSET MANAGEMENT INC 210.00%0.00%0.00%Q4 2019Q1 20234
HF Advisory Group, LLC 440.09%0.09%0.09%Q4 2022Q3 20234
WEDBUSH SECURITIES INC 310.03%0.06%0.08%Q4 2014Q1 20164
DCM Advisors, LLC 440.06%0.07%0.08%Q4 2020Q3 20214
Bellwether Investment Group, LLC 210.00%0.01%0.01%Q2 2016Q1 20173
Citadel Advisors 110.00%0.00%0.00%Q1 2021Q2 20233
AlphaMark Advisors, LLC 330.00%0.02%0.04%Q1 2023Q3 20233
Perennial Investment Advisors, LLC 330.50%0.50%0.51%Q1 2023Q3 20233
Laurion Capital Management LP 210.01%0.02%0.04%Q3 2017Q3 20183
Altus Wealth Group LLC 210.10%0.15%0.18%Q4 2020Q1 20223
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
Weiss Asset Management LP 210.03%0.21%0.48%Q2 2017Q2 20223
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
FNY Investment Advisers, LLC 110.00%0.17%0.40%Q2 2019Q2 20223
Ursa Fund Management, LLC 210.17%2.49%6.72%Q2 2021Q3 20223
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 330.02%0.02%0.02%Q3 2019Q1 20203
Lido Advisors, LLC 330.00%0.00%0.01%Q4 2019Q2 20203
Mosaic Family Wealth, LLC 330.00%0.00%0.01%Q3 2018Q1 20193
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q2 2022Q2 20233
BLUEFIN CAPITAL MANAGEMENT, LLC 210.04%0.06%0.08%Q2 2022Q1 20233
FIRETHORN WEALTH PARTNERS, LLC 330.08%0.11%0.13%Q1 2023Q3 20233
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
BRINKER CAPITAL INC 110.01%0.02%0.02%Q4 2017Q3 20182
Financial Gravity Asset Management, Inc. 110.00%0.00%0.01%Q1 2018Q2 20192
Measured Wealth Private Client Group, LLC 220.26%0.27%0.28%Q2 2019Q3 20192
Vantage Financial Partners, LLC 220.06%0.07%0.08%Q2 2023Q3 20232
Financial Gravity Companies, Inc. 220.01%0.01%0.01%Q4 2017Q1 20182
Allworth Financial LP 220.00%0.00%0.00%Q3 2021Q4 20212
WASHINGTON TRUST Co 220.01%0.01%0.01%Q2 2023Q3 20232
B. Riley Wealth Advisors, Inc. 220.06%0.06%0.06%Q4 2014Q1 20152
Hunting Hill Global Capital, LLC 220.53%2.98%5.43%Q3 2022Q4 20222
NEXT Financial Group, Inc 220.00%0.00%0.00%Q3 2016Q4 20162
NINE MASTS CAPITAL Ltd 220.56%0.67%0.78%Q2 2018Q3 20182
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
NATIONAL PLANNING CORP 110.07%0.08%0.10%Q4 2014Q4 20152
Headlands Technologies LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Virtu KCG Holdings LLC 110.00%0.01%0.01%Q2 2016Q2 20172
Almitas Capital LLC 220.04%4.54%9.05%Q1 2022Q2 20222
TCG Advisory Services, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Wagner Wealth Management, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Compagnie Lombard Odier SCmA 110.01%0.01%0.01%Q4 2018Q4 20181
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
RMB Capital Management, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q4 2020Q4 20201
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q4 2019Q4 20191
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2023Q2 20231
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Quarry LP 110.04%0.04%0.04%Q2 2023Q2 20231
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q4 2020Q4 20201
Pure Financial Advisors, LLC 110.23%0.23%0.23%Q2 2021Q2 20211
Dynamic Technology Lab Private Ltd 110.01%0.01%0.01%Q3 2022Q3 20221
Risk Paradigm Group, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Windsor Capital Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2022Q2 20221
MinichMacGregor Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Traynor Capital Management, Inc. 110.37%0.37%0.37%Q2 2016Q2 20161
Sequoia Financial Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Schonfeld Strategic Advisors LLC 110.03%0.03%0.03%Q3 2018Q3 20181
ASSETMARK, INC 110.00%0.00%0.00%Q1 2023Q1 20231
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 110.40%0.40%0.40%Q4 2018Q4 20181
Walleye Capital LLC 111.19%1.19%1.19%Q3 2018Q3 20181
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q4 2022Q4 20221
TFS CAPITAL LLC 110.10%0.10%0.10%Q3 2016Q3 20161
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q3 2017Q3 20171
Acrospire Investment Management LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Simplicity Solutions, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Gradient Investments LLC 110.00%0.00%0.00%Q4 2014Q4 20141
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2017Q4 20171
XTX Topco Ltd 110.02%0.02%0.02%Q4 2022Q4 20221
External links

This page lists all the filers that currently own CORNERSTONE TOTAL RETURN FD or have owned CORNERSTONE TOTAL RETURN FD in the past.